Overview

Looking to acquire a smaller firm with certain existing personal to be included. I would not rule out existing office space. I can put successful portfolios together rather quickly and enjoy the compensation that it brings. Once the portfolios are established there are less transaction fees. Fortunately, the broker does a nice job of notifying the clients they are not paying any recurring fees. There is a spigot that can be turned on with managed money. I love numbers, I love this business and feel like I can do it forever.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Insurance Business

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